Anderson Financial Consulting LLC

10/27/2026

https://www.youtube.com/live/IUJ4xAZbepU?si=zzhKbEemJs1cz2Jf

IS YOUR MONEY READY FOR 2027?The Year-End Financial Checklist for ...

10/26/2026

2026 IS ALMOST OVER… BUT IS YOUR MONEY READY FOR 2027?

Be honest. Did you accomplish the financial goals you set back in January? Or are you about to carry the same debt, financial habits, and unfinished plans into another year?

Before you start making those New Year's resolutions, there may be some important financial moves you need to make RIGHT NOW!

Join us TUESDAY LIVE for another episode of Master Your Money with Eric Anderson The Financial Turtle.

We're talking about:

✅ Year-end tax moves you shouldn't overlook

✅ 401(k), IRA, and retirement opportunities

✅ Savings, debt, and smarter money decisions

✅ Business owners AND W-2 employees

✅ How to position yourself financially for 2027

And here's the million-dollar question:

If you made more money in 2026, are you actually wealthier?

Let's have that conversation!

Join us LIVE, bring your questions, and tag somebody who needs to get their money together before the year ends!

Tuesday, October 27 | The Financial Turtle

Watch on YouTube:
TheFinancialTurtle.com

Don't just enter another year. Enter it with a PLAN!

10/26/2026

You're Making $250K a Year… So Why Aren't You Building Wealth?

Making more money doesn't automatically mean you're building more wealth.

I've seen people earning $250,000 to $300,000 a year who still struggle to save because their lifestyle keeps growing with their income.

Bigger houses. More expensive cars. Luxury vacations. Higher monthly payments.

And here's something else I see.

People work hard to reduce their taxes, but instead of using those savings to invest or build financial security, they spend the money.

Saving money on taxes isn't the same as building wealth.

I'm not saying you shouldn't enjoy your money. I'm saying that if your income keeps increasing but your savings and investments aren't growing, it's time to look at your financial priorities.

Because sometimes the problem isn't how much you make.

It's how much of it you actually keep and what you do with it.

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10/24/2026

Business owners, did you know your taxes may be due in March, not April?

Every year, I see S Corp and partnership owners miss their filing deadlines because they assume all taxes are due April 15.

Here's what you need to know.

If your business files Form 1120-S or Form 1065, your return is generally due March 15.

And filing an extension for your personal taxes does NOT automatically extend your business return!

A timely business extension typically gives you until September 15.

Missing these deadlines can lead to costly IRS penalties.

Know your business structure. Know your deadlines. Don't let a simple mistake cost you money!

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Disclaimer: For educational purposes only. Deadlines may vary based on tax year, weekends, holidays and individual circumstances.

10/23/2026

She Got a Huge Tax Refund… Now She Can't Buy a House!

Before you sign your return, understand what's on it and how it could affect your ability to build wealth.

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10/23/2026

Stop Helping Everybody While Your Own Household Struggles!
I've always believed in being a blessing to other people.

If I have the ability to help somebody, I want to help. That's just who I am.

But there's something I've learned that I think more people need to understand.

I cannot sacrifice the financial stability of my own household trying to take care of everybody else's.

As a man, I take my responsibility to provide for my household seriously.

That means making sure my family is taken care of, my financial obligations are met, and I'm still working toward the goals I've established for our future.

And once those responsibilities are handled, if I'm blessed enough to help somebody else, I'm all for it.

But here's the part people don't always want to hear.

Everybody you're willing to sacrifice for may not be willing or able to make those same sacrifices for you.

You might be the first person somebody calls when they need help. But if something happens to you financially, there's no guarantee those same people will be there to support your household.

And that's not about being selfish. It's about being responsible.

I'm not saying stop giving. I'm not saying turn your back on family or friends.

I'm saying make sure you're not putting yourself and the people who depend on you in a difficult position because you're trying to carry everybody else.

There's nothing wrong with having a generous heart and financial boundaries at the same time.

Take care of your household. Protect your financial future. And when you're in a position to help others, be a blessing.

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10/22/2026

If Your Tax Preparer Promises a Huge Refund, RUN!

Tax season is coming, and there's something I want everybody to be careful about.

Every year, somebody knows somebody who supposedly gets EVERYONE these enormous tax refunds.

And before you know it, people are lining up because they heard this person can get them more money than anybody else.

But here's my question.

How can somebody guarantee you a huge refund before they even review your financial situation?

I've been preparing taxes long enough to know that every taxpayer's situation is different.

Your income, deductions, credits and filing circumstances all matter.

I'm not interested in being known as the person who gets everybody the biggest refund.

I'm interested in preparing accurate returns, helping clients understand their taxes and making sure they're claiming the legitimate benefits they're entitled to.

Because a big refund isn't worth much if it comes from false information and creates problems with the IRS later.

If somebody is promising you money that sounds too good to be true, that's your sign to ask more questions or walk away.

A trustworthy tax professional should be able to explain your return, not just promise you a number.

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Disclaimer: This content is for educational and informational purposes only and is not individualized tax, legal or financial advice. A large refund does not automatically indicate fraud, but guaranteed refund promises can be a warning sign. Tax outcomes depend on individual circumstances.

10/21/2026

Every tax season, I have people come into my office asking the same question.

"Eric, how can I pay less in taxes?"

And one of the first places I look isn't some complicated tax strategy or secret loophole.

It's Box 12 on your W-2.

Why?

Because that box can tell me how much you're contributing to your employer's retirement plan.

If you're contributing to a traditional 401(k), those contributions generally reduce your federal taxable wages reported in Box 1 of your W-2.

That means you could be building your retirement savings while reducing your current federal income tax liability.

And here's the question I ask people.

Are you contributing as much as you reasonably can?

Because sometimes we're so focused on finding another tax deduction that we overlook opportunities already available through our employer.

Now, Roth 401(k) contributions are different. They don't reduce your current taxable wages because they're made with after tax dollars.

And increasing your contributions isn't automatically the right move for everybody. You still have to consider your monthly expenses, emergency savings and overall financial situation.

But before you start chasing complicated tax strategies, take a look at the retirement benefits you already have.

You might be overlooking an opportunity to prepare for tomorrow while potentially saving on taxes today.

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Disclaimer: This content is for educational and informational purposes only and is not individualized tax, financial, legal or investment advice. Traditional 401(k) contributions generally reduce current federal income taxable wages but remain subject to applicable Social Security and Medicare taxes. Contribution limits and individual tax circumstances vary.

10/21/2026

THE TAX WRITE-OFF TRAP
Business Expenses, Retirement Accounts & Smarter Money Decisions

10/19/2026

Dave Ramsey Says Your Grown Kids Aren't Your Responsibility. Is He Right?

This is one of those financial conversations that can make people uncomfortable, especially when family is involved.

Dave Ramsey has talked about the importance of setting financial boundaries with adult children and parents.

And while that may sound harsh, I think there's a bigger conversation we need to have.

At what point does helping your family financially start hurting your own financial future?

I've seen people put themselves in difficult financial situations because they feel obligated to help everybody around them.

Helping with a down payment on a house. Paying for college. Covering bills. Supporting grown children who are already adults.

And sometimes, after years of helping everybody else, those same people reach retirement and realize they haven't saved enough for themselves.

Now they're hoping somebody will be there to help them.

I believe there's nothing wrong with helping family when you're financially able to do so.

But I also believe there's a difference between helping someone and becoming financially responsible for their entire life.

You can love your family, support your children and still have financial boundaries.

The question is whether those boundaries should change once your children become adults.

And that's a conversation worth having.

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Disclaimer: This content is for educational and informational purposes only and reflects a discussion of financial responsibility and family boundaries. It is not individualized financial or legal advice. References to Dave Ramsey's views reflect the discussion in this video.